A complete list of active advisors currently associated with Sunpointe Investments
Warmer can help you find a great advisor at Sunpointe Investments or one who fits your needs even better.
Sunpointe serves individuals, high net worth clients, trusts, estates, charitable organizations, business entities and family offices. The firm provides discretionary and non‑discretionary portfolio management, financial planning, retirement plan advisory and expanded family office services such as bill pay, family governance, tax and estate coordination, and direct private investment activities. The firm’s investment approach is long‑term oriented and behaviorally informed, combining active and passive strategies with a focus on managing investor behavior, using history as an input rather than a guide, and maintaining a “margin of protection” when assessing valuations. Portfolios may include broad asset classes and alternatives — including hedge funds, equity long/short, private equity, private debt, MLPs, real estate and options — and Sunpointe monitors medium‑term (3–5 year) asset class valuations while also employing independent managers where appropriate. Sunpointe’s profile is notable for requiring a minimum relationship size (generally $500,000) and for a substantial advisory/consulting footprint: about $790.7 million in assets under management while reporting approximately $3.96 billion in assets under advisement. The brochure discloses that certain advisory persons also act as registered representatives of APW and as independent insurance professionals (which can create commission conflicts), that the firm may be deemed to have custody of certain client accounts, and that Sunpointe maintains institutional relationships with custodians (Schwab and Pershing) from which it receives certain platform benefits.
To learn more about the advisors currently working at Sunpointe Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")